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Bristol-Myers Squibb

2,238 hedge funds and large institutions have $71.2B invested in Bristol-Myers Squibb in 2025 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 822 increasing their positions, 978 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

2.99% less ownership

Funds ownership: 80.59%77.6% (-3%)

6% less capital invested

Capital invested by funds: $75.9B → $71.2B (-$4.68B)

16% less repeat investments, than reductions

Existing positions increased: 822 | Existing positions reduced: 978

Holders
2,238
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.39B
Puts
$1.44B
Net Calls
Net Calls Change

Top Buyers

1 +$268M
2 +$238M
3 +$207M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$163M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$159M

Top Sellers

1 -$1.52B
2 -$802M
3 -$391M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$267M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$190M
Name Holding Trade Value Shares
Change
Change in
Stake
HTC
701
Haverford Trust Company
Pennsylvania
$2.15M
CK
702
Cohen Klingenstein
New York
$2.14M
RCA
703
Resonant Capital Advisors
Wisconsin
$2.14M
MCM
704
Mengis Capital Management
Oregon
$2.14M
SAI
705
Savvy Advisors Inc
New York
$2.13M
FTWA
706
Fifth Third Wealth Advisors
Ohio
$2.12M
RS
707
R Squared
Hong Kong
$2.11M
KF
708
Krilogy Financial
Missouri
$2.11M
CRWM
709
Castle Rock Wealth Management
California
$2.11M
TA
710
Townsend & Associates
Colorado
$2.1M
IWM
711
IHT Wealth Management
Illinois
$2.09M
CC
712
Cypress Capital
Tennessee
$2.09M
MCM
713
Mill Capital Management
North Carolina
$2.09M
GIA
714
Guyasuta Investment Advisors
Pennsylvania
$2.09M
CIA
715
Choate Investment Advisors
Massachusetts
$2.08M
ECM
716
EagleClaw Capital Management
Massachusetts
$2.08M
CCP
717
Clarkston Capital Partners
Michigan
$2.07M
ORG
718
Optimist Retirement Group
Washington
$2.07M
CPRC
719
Consolidated Portfolio Review Corp
New York
$2.06M
PS
720
Principal Securities
Iowa
$2.05M
WAP
721
Wealthcare Advisory Partners
Pennsylvania
$2.05M
MA
722
Montag & Associates
Georgia
$2.04M
HKAM
723
Horizon Kinetics Asset Management
New York
$2.03M
DFCM
724
Dark Forest Capital Management
Puerto Rico
$2.01M
SMFG
725
Sumitomo Mitsui Financial Group
Japan
$2.01M